Civic Intelligence

Edwin C Remick Testamentary Trust

990PF • Fiscal year 2025 • EIN 02-6098262

Jul 01, 2024 to Jun 30, 2025 • Filed on Sep 26, 2025

Organization Profile
PO 575Laconia, NH 03247-0575

(603) 524-4380

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • $10M-$25M nonprofits • Source year 2025

Net Margin

81st percentile

30%

Higher net margin than 81% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

21st percentile

$22,200

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2025 filings • $10M-$25M nonprofits • Source year 2025

Asset Growth

62nd percentile

7.4%

Faster asset growth than 62% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

94th percentile

124%

Faster revenue growth than 94% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$19,457,120

Up $1,337,651 (+7.4%) from 2024

Net Assets

$19,457,120

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin81st percentile

Revenue

Up

$1,334,308

Up $737,956 (+124%) from 2024

Expenses

Up

$931,126

Up $52,484 (+6.0%) from 2024

Net Income

Up

$403,182

Up $685,472 (+243%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2012: $9,436,612Liabilities 2012: $02012Assets 2013: $9,741,544Liabilities 2013: $02013Assets 2014: $11,116,403Liabilities 2014: $02014Assets 2015: $11,147,643Liabilities 2015: $02015Assets 2016: $10,493,075Liabilities 2016: $02016Assets 2020: $15,164,729Liabilities 2020: $02020Assets 2021: $18,996,063Liabilities 2021: $1Net Assets 2021: $18,996,0632021Assets 2022: $16,590,002Liabilities 2022: $12022Assets 2023: $17,267,963Liabilities 2023: $0Net Assets 2023: $17,267,9632023Assets 2024: $18,119,469Liabilities 2024: $12024Assets 2025: $19,457,120Liabilities 2025: $0Net Assets 2025: $19,457,1202025

Highlighted filing

2025

Assets$19,457,120
Liabilities$0
Net Assets$19,457,120
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $845,015Expenses 2012: $805,906Net Income 2012: $39,1092012Revenue 2013: $1,102,847Expenses 2013: $797,915Net Income 2013: $304,9322013Revenue 2014: $2,286,802Expenses 2014: $911,943Net Income 2014: $1,374,8592014Revenue 2015: $788,134Expenses 2015: $756,894Net Income 2015: $31,2402015Revenue 2016: $135,748Expenses 2016: $790,316Net Income 2016: -$654,5682016Revenue 2020: $864,724Expenses 2020: $802,415Net Income 2020: $62,3092020Revenue 2021: $1,142,604Expenses 2021: $819,009Net Income 2021: $323,5952021Revenue 2022: $929,368Expenses 2022: $935,444Net Income 2022: -$6,0762022Revenue 2023: $886,939Expenses 2023: $868,617Net Income 2023: $18,3222023Revenue 2024: $596,352Expenses 2024: $878,642Net Income 2024: -$282,2902024Revenue 2025: $1,334,308Expenses 2025: $931,126Net Income 2025: $403,1822025

Highlighted filing

2025

Revenue$1,334,308
Expenses$931,126
Net Income$403,182
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 26, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert A DietzTrustee-$22,200-$22,200
Mark TemkinTrustee-$16,200-$16,200
Linda NormandinTrustee-$16,200-$16,200
Filing and Contact Details

Filer

Filer Name
Edwin C Remick Testamentary Trust
EIN
02-6098262
Phone
6035244380
Address
PO 575, Laconia, NH 03247-0575

Signing Officer

Name
Robert A Dietz
Title
Trustee
Phone
6035244380
Signed
2025-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Baker Newman & Noyes
Address
650 Elm Street Suite 302, Manchester, NH 03101
Preparer
Connor Smart
Phone
6036262200
Raw XML AppendixShowing 400 of 681 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt02150
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0860
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01290
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0To the Trust's knowledge, there were no diversions of funds by the grantee.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0The Edwin C Remick Foundation
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt0See Below
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0782000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0782000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02025-06-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0To support the Remick Country Doctor Museum and Farm, one of only three country doctor museums in the U.S. Visitors learn about the contributions once made by country doctors, as well as NH's agricultural and rural past. Interactive learning opportunities offer an enriched experience.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0The narratives and financial reports from the Foundation are reviewed on a regular basis by the Trust before any funds are distributed to the Foundation. These reports are received on an ongoing basis from the Foundation in various forms, including: - Monthly newsletter reports from the Foundation - Regular meetings with the Museum's Executive Director - Review of the Foundation's audited financial statements - Review of the Foundation's budgetAdditionally, the Foundation provided a statement signed by the Board Chair that all grant funds were expended for charitable purposes and that no grant funds were used by the Edwin C. Remick Foundation for any of the following purposes: to attempt to influence legislation or the outcome of any specific public election; to carry on directly or indirectly, any voter registration drive; to make grants to individuals or to other non-charitable organizations; or to undertake any activities for a non-charitable purpose.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt058 Cleveland Hill Road
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0Tamworth
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0NH
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd003886
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02025-08-04
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2328000 units Elevance Health @ 3.65% due 12/1/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm245000 units Enbridge Inc. @ 4.25% due 12/1/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm255000 units Enbridge Inc. @ 5.7% due 3/8/2033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2610000 units Energy Transfer @ 4.2% due 4/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2720000 units Eversource Energy @ 1.65% due 8/15/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2810000 units Exelon Corp. @ 3.4% due 4/15/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2915000 units Fifth Third Bancorp @ 6.361% due 10/27/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3028000 units Goldman Sachs @ 3.814% due 4/23/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31800 units I-Shares Core US Aggregate
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3220000 units John Deere Corp. @ 4.95% due 7/14/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3347000 units JP Morgan Chase & Co. @ 2.58% due 4/22/2032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3460000 units La Quinta @ 1.978% due 9/1/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3528000 units Lowes Co. @ 4.5% due 4/15/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3675000 units MA State Schl Bldg @ 1.503% due 8/15/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3745000 units Michigan ST Dev Auth @ 4.524% due 6/1/2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3825000 units Morgan Stanley @ 6.342% due 10/18/2033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3910000 units MPLX LP Note @ 1.75% due 3/1/2026
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm485000 units Ryder Systems @ 6.3% due 12/1/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4928000 units Simon Property Group @ 3.375% due 6/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5020000 units T-Mobile @ 4.85% due 1/15/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5142000 units Toronto Dominion @ 4.108% due 6/8/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5210000 units Total Cap Int'l @ 3.455% due 2/19/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5315000 units Toyota Mtr @ 4.625% due 1/12/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5425000 Truist Fin Corp. @ 4.26% due 7/28/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5528000 units United Health Group @ 4.6% due 4/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5615000 units Walt Disney @ 2% due 9/1/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5715000 units Waste Mgmnt @ 4.875% due 2/15/2034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5828000 units Wells Fargo @ 3.584% due 5/22/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5921000 units Willis North @ 5.35% due 5/15/2033
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38364962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39184878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40341697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41321045
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44254593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45450121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm04058 units Abbott Laboratories
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12094 units Advance Micro Devices, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22492 units Alphabet Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33825 units Alps ETF TR Alerian
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4692 units Amazon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51280 units American Express Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61419 units American Tower Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73030 units Apple Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm813158 units AT&T Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91075 units Automatic Data Proc Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107979 units Bank Of America Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112068.609 units Blackrock Health Sciences
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127821 units Carrier Global Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135349 units Corning Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14229 units Crowd Strike Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151614 units Crown Castle Int'l Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16877 units Danaher Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm172141 units Diageo ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18980 units Honeywell Int'l
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191229 units I-Shares S&P 600 Smallcap Growth
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm203322 units Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm213931 units JP Morgan Chase & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22586 units Lockheed Martin
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23961 units McDonalds Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm243430 units Merck & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25206 units Meta Platforms
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm264675 units Microchip Technology Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27961 units Microsoft Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm283489 units Mondelez Intl Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm292860 units Nestle SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm303028 units Nextera Energy, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311613 units Nike, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321603 units Nvidia Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3312136.834 units Oakmark Int'l
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34734 units Palo Alto Networks
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm352878 units Pepsico Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm362800 units Qualcomm Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm373382 units Raytheon Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm383983 units Starbucks Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39582 units Tesla, Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402767 units TJX Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm413441 units Uber Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422453 units sVertiv Holdings, LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43547 units Visa Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm442053 units Walt Disney Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452928 units Welltower Inc
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0243254
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4189906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5397283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt08890.631 units Baron Emerging Markets Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11128.356 units Baron Partners Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26382.257 units Guggenheim Total Return Bond
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37514.719 units Lyrical US Val Eq Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt413691.865 units Pimco Rae US Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt514531.211 units WCM Focused Int'l Growth Fund
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,457,120
Liabilities
$0
Net assets
$19,457,120
Revenue
$1,334,308
Expenses
$931,126
Net income
$403,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.33$0.93$0.40
2024Detailed filing. Detailed filing data is available for this year.$18.1$0.00$0.60$0.88$0.28
2023Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$0.89$0.87$0.02
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.00$0.93$0.94$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$1.14$0.82$0.32
2020Summary only. Only limited summary data is available for this year.$15.2$0.00$0.86$0.80$0.06
2016Summary only. Only limited summary data is available for this year.$10.5$0.00$0.14$0.79$0.65
2015Summary only. Only limited summary data is available for this year.$11.1$0.00$0.79$0.76$0.03
2014Summary only. Only limited summary data is available for this year.$11.1$0.00$2.29$0.91$1.37
2013Summary only. Only limited summary data is available for this year.$9.74$0.00$1.10$0.80$0.30
2012Summary only. Only limited summary data is available for this year.$9.44$0.00$0.85$0.81$0.04